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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,489 | $81,358+40.7% | $155,556-26.4% | $80,959+41.4% |
| Participation rate | 66.0% | 66.3%-0.2pp | 78.2%-12.2pp | 67.7%-1.6pp |
| Annual return | 17.38% | 33.39%-16.0pp | 64.84%-47.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $356 | $3,106-88.5% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $7,119 | $3,455+106.0% | $5,631+26.4% | $4,300+65.5% |
| Admin fee / account holder | $2,435 | $7,994-69.5% | $15,885-84.7% | $6,925-64.8% |